Institutional insights | Colonial First State

Latest Insights
A series of regular news updates, research papers, investment strategy updates and thought pieces from some of Colonial First State Global Asset Management's leading experts.

Will Millennials change the investment landscape?
Article | 22 June 2017
By 2030, Millennials will represent the largest source of income and consumer spending, earning two out of every three dollars in Australia. There are implications for the investment industry.
Past, present, future
Article | 20 June 2017
Here we look at Global Listed Infrastructure Securities trends over the past decade - and what the next decade may hold.
Does Australia need an income tax cut?
Article | 15 June 2017
When Australia posted its GDP growth results in the first quarter of 2017, the numbers told two stories. Growth was on one hand, the slowest posted since the GFC-induced slowdown in 2009. It also saw the nation overtake the Netherlands as having the longest uninterrupted period of economic growth of a major nation. The headlines hid a second story...

US rates higher again as Fed prepares balance sheet
Article | 15 June 2017
In this economic research note, we look at the Fed's next steps, examine the central banks' revised economic forecasts and look at the financial market implications of today's hike.
Low interest rates – It’s written in the stars!
Article | 8 June 2017
Outlook ahead of the June 14 Federal Reserve meeting
Infrastructure cashes up globally
Article | 01 June 2017
Alternative managers are continuing to see increased interest from traditionally conservative clients and it seems infrastructure is the hottest ticket in town.
United in adversity, Europe’s stars are starting to align
Article | 25 May 2017
With Brexit and Trump fresh in the memory, financial markets were looking for the next domino to fall...
No alarm bells as US CPI print underwhelms, but should there be?
Report | 18 May 2017
With the unemployment rate at 4.4% (ie. lower that the Fed’s long-run estimate) and most measures of the labour market on an improving trend the Fed is likely to remain committed to returning monetary policy to a more ‘normal’ setting and won’t be derailed by two months of softer inflation.
Ready. Set. Slowdown?
Article | 17 May 2017
Growth in China is likely to continue to decelerate, according to the consensus of surveyed economists, but our own assessment suggests there’s more than meets the eye...

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